Purchases and Sales Made in Q4 2023 in Cube Smart (CUBE)
This table provides information about the institutional ownership of Cube Smart (CUBE) during Q4 2023. The information is specifically focused on institutions that hold shares of CubeSmart.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
915+ 63.37% |
$30.5K - $43.4K
|
2.36K
$107K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
898+ 182.89% |
$29.9K - $42.6K
|
1.39K
$63.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
856+ 2.2% |
$28.5K - $40.6K
|
39.8K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
822+ 2.61% |
$27.4K - $39K
|
32.3K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
817+ 6.33% |
$27.2K - $38.8K
|
13.7K
$625K
|
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
800New |
$26.6K - $37.9K
|
800
$36.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
786+ 10.93% |
$26.2K - $37.3K
|
7.98K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
749+ 12.33% |
$24.9K - $35.5K
|
6.82K
$311K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
731+ 11.7% |
$24.3K - $34.7K
|
6.98K
$318K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
723+ 16.13% |
$24.1K - $34.3K
|
5.21K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
723New |
$24.1K - $34.3K
|
723
$32.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
717+ 1.6% |
$23.9K - $34K
|
45.5K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
653New |
$21.7K - $31K
|
653
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
637+ 2.22% |
$21.2K - $30.2K
|
29.4K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
631New |
$21K - $29.9K
|
631
$28.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
602+ 9.76% |
$20K - $28.6K
|
6.77K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
577+ 25.15% |
$19.2K - $27.4K
|
2.87K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
546+ 0.95% |
$18.2K - $25.9K
|
58.2K
$2.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
513+ 1.98% |
$17.1K - $24.3K
|
26.5K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
419New |
$13.9K - $19.9K
|
419
$19.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
372+ 4.49% |
$12.4K - $17.6K
|
8.66K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
359+ 53.11% |
$11.9K - $17K
|
1.04K
$47.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
300+ 163.93% |
$9.98K - $14.2K
|
483
$22K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
297+ 4.49% |
$9.88K - $14.1K
|
6.91K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
292+ 72.46% |
$9.72K - $13.8K
|
695
$31.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
266+ 0.78% |
$8.85K - $12.6K
|
34.5K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
254+ 0.32% |
$8.45K - $12K
|
79.5K
$3.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
211+ 0.76% |
$7.02K - $10K
|
28.1K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.52% |
$6.66K - $9.49K
|
38.6K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.37% |
$6.66K - $9.49K
|
53.9K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.32% |
$6.66K - $9.49K
|
63.3K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
168+ 0.34% |
$5.59K - $7.97K
|
50K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
159+ 0.14% |
$5.29K - $7.54K
|
112K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
158New |
$5.26K - $7.49K
|
158
$7.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
151+ 31.86% |
$5.03K - $7.16K
|
625
$28.5K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
126New |
$4.19K - $5.98K
|
126
$5.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
125+ 0.2% |
$4.16K - $5.93K
|
61.2K
$2.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
115+ 302.63% |
$3.83K - $5.45K
|
153
$6.97K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
113+ 2.04% |
$3.76K - $5.36K
|
5.65K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
111+ 0.54% |
$3.69K - $5.26K
|
20.8K
$948K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 156.06% |
$3.43K - $4.89K
|
169
$7.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
76+ 2.31% |
$2.53K - $3.6K
|
3.37K
$153K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
73New |
$2.43K - $3.46K
|
73
$3.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
68+ 8.56% |
$2.26K - $3.23K
|
862
$39.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
59New |
$1.96K - $2.8K
|
59
$2.69K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
57+ 0.03% |
$1.9K - $2.7K
|
195K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
50+ 0.15% |
$1.66K - $2.37K
|
32.5K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
49New |
$1.63K - $2.32K
|
49
$2.23K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$1.33K - $1.9K
|
40
$1.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
39New |
$1.3K - $1.85K
|
39
$1.78K
|